Shown with a sample firm.
Enquiries answered, and surveys checked first
Enquiries answered any time, and the right questions asked before anyone drives out.
New enquiries get a reply straight away, day or night, with the right questions and a rough price before anyone drives out. A good fit gets a survey booked with whoever's free. The rest get a phone call, not a wasted trip.
How it works
-
Step 1
It replies, any time.
Even late in the evening, the enquiry gets an answer.
-
Step 2
It asks the right questions.
House or flat, owned or not, how it's heated now, and space outside for the unit.
-
Step 3
A good fit gets a survey.
It's booked into your diary. The rest get a call from you.
What it reads
Your messages and web chat: each enquiry as it comes in.
Your price list: for a rough guide before anyone drives out.
Your diary: the free survey slots.
It asks the questions you'd ask, set up with you before it starts.
Questions
What about enquiries that aren't a fit?
They get a phone call, not a refusal, and nobody drives out for nothing.
Does it give prices?
Only a rough guide, from your own prices. The proper quote is still yours, after the survey.
See the other parts
-
Ask your firm
Your team asks it about any job, customer or invoice, or to get something done, like booking an install. Anything it drafts waits for your OK.
-
The paperwork filled in, for your office to check and send
From the quote and contract to the certificates and handover pack, on heat pump, boiler, solar and battery jobs, filled in from the job's own details.
-
Every job's deadlines
From survey to paid, every job's deadlines in one place, with a heads-up before each one's due.
-
The Monday message
One short note every Monday: what got done, what's coming up, and one thing worth doing.
-
What each job made
Every job set against the engineer days it took, so you can see which work pays.
-
The what-if planner
Try a hire or a price change on your own numbers before you commit.
Get in touch
To see how it would work for you, email or call. It starts with a conversation about how your firm works, and what takes up your time.
Or reply to the message this link came in.